| Stage | ALLE | % of rev | ZBRA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.2B | 100.00% | $1.6B | 100.00% | ZBRA ×1.33 |
| Gross profit | $548M | 46.75% | $825M | 52.99% | ZBRA +6.2pp |
| Operating income | $285M | 24.27% | $321M | 20.62% | ALLE +3.7pp |
| Pre-tax income | $268M | 22.84% | $285M | 18.30% | ALLE +4.5pp |
| Net income | $221M | 18.84% | $233M | 14.96% | ALLE +3.9pp |
| Stage | ALLE | ZBRA | Gap · A − B |
|---|---|---|---|
| Revenue | $1.2B100.00% | $1.6B100.00% | ZBRA ×1.33 |
| Gross profit | 46.75%$548M | 52.99%$825M | ZBRA +6.2pp |
| Operating income | 24.27%$285M | 20.62%$321M | ALLE +3.7pp |
| Pre-tax income | 22.84%$268M | 18.30%$285M | ALLE +4.5pp |
| Net income |
| 18.84%$221M |
| 14.96%$233M |
| ALLE +3.9pp |
None
No disclosed counterparties: ALLE.